Raaf Investment Advisors

Raaf Investment Advisors is a financial planner in Portland, Oregon, specializing in personalized investment management, financial planning, and retirement planning for individuals seeking long-term financial security. The firm serves clients throughout the Portland metropolitan area, emphasizing a client-first approach grounded in trust, transparency, and individualized strategies. With a perfect 5.00 rating, the firm is recognized for its attentive service and consistent client satisfaction.

John C. Raaf, the firm’s founder and lead advisor, brings over 24 years of experience in the financial industry, holding both the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, rare credentials that reflect deep expertise. Raaf Investment Advisors operates as a fee-only Registered Investment Advisor, upholding the fiduciary standard by placing clients’ best interests above all else. The firm’s philosophy centers on active portfolio management tailored to each client’s risk tolerance, with a strong focus on preserving assets during market downturns. Services include comprehensive financial planning, retirement strategy development, and ongoing portfolio reviews that align with clients’ evolving life goals. The firm also collaborates with other professionals, such as attorneys and CPAs, to ensure cohesive financial guidance.

Located at 2416 SW Vista Ave, the firm sits just a short walk from Ainsworth Elementary School and the Ainsworth Elementary School Annex, and is about 0.1 miles from the Portland Fire & Rescue station and the historic Rufus C. Holman House. The address lies within the Portland Heights neighborhood, situated along Southwest Vista Avenue, a quiet residential corridor in southwest Portland.

Raaf Investment Advisors stands out for its thorough, well-documented online presence and a website that search engines read cleanly, attributes that reflect a business committed to clarity, accessibility, and professionalism. The firm’s reputation is built on deep client relationships, expert guidance, and a proven commitment to long-term financial well-being.

In Portland’s dynamic financial landscape, Raaf Investment Advisors remains a trusted partner for those seeking thoughtful, enduring financial planning.

Services:

• Active Asset Management
• Asset Preservation Strategies
• Customized Investment Plans
• Financial Planning Reviews
• Retirement Security Services